Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$551K 0.01%
+4,959
427
$549K 0.01%
+38,642
428
$547K 0.01%
+36,778
429
$547K 0.01%
+4,956
430
$547K 0.01%
+9,440
431
$543K 0.01%
+39,288
432
$540K 0.01%
+5,156
433
$538K 0.01%
+14,656
434
$536K 0.01%
+19,824
435
$536K 0.01%
+32,962
436
$536K 0.01%
+200,480
437
$535K 0.01%
+36,840
438
$534K 0.01%
+11,421
439
$534K 0.01%
320
-79
440
$530K 0.01%
+7,300
441
$525K 0.01%
+1,428
442
$522K 0.01%
+5,858
443
$522K 0.01%
+7,549
444
$521K 0.01%
+5,156
445
$521K 0.01%
+2,930
446
$516K 0.01%
+17,358
447
$515K 0.01%
+34,555
448
$514K 0.01%
+4,197
449
$510K 0.01%
+6,732
450
$498K 0.01%
+3,464
16 17
18
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